Adobe 22020737 Acrobat X Pro Manual - Page 241

Creating policies for secure file attachments

Page 241 highlights

USING ACROBAT X PRO 235 Security 7 Do one of the following: • If you selected Ask For Recipients When Applying This Policy, review the policy settings and then click Finish. • If you did not select Ask For Recipients When Applying This Policy, specify recipients by selecting digital IDs (including your digital ID). Then click Next. 8 Click Finish. Creating policies for secure file attachments You can add security to one or more documents by embedding them in a security envelope and sending it as an e-mail attachment. This method is useful if you want to send a secure file attachment without encrypting the files. You can embed the documents as file attachments in a security envelope, and encrypt and send the envelope to the recipients. When the recipients open the envelope, they can extract the file attachments and save them. The saved files are identical to the original file attachments and are no longer encrypted when saved. For example, when you send confidential documents, including non-PDF files, you only want the recipient to view the documents. You can embed these documents as attachments in a security envelope, encrypt the envelope, and send it by e-mail. Anyone can open the envelope, view its cover page, and even view a list of the contents. However, only the recipient can view the embedded attachments and extract them. Embed file attachments in security envelopes for secure transit. 1 Choose Tools > Protection > More Protection > Create Security Envelopes. If you don't see the Protection panel, see the instructions for adding panels at "Task panes" on page 9. 2 Click Add File To Send, select the documents you want to attach, and then click Open. Click Next. 3 Select an envelope template, and click Next. 4 Select a delivery method, and click Next. 5 If an envelope policy has been created, select it or select New Policy. Then, follow the steps to create a policy. 6 Review the information and click Finish. 7 For some policies, you are asked to type the information you want displayed on the envelope. Enter enough information to allow recipients to identify the sender of the envelope. 8 Complete the security information (password, certificate, or policy). 9 When the envelope is displayed, type the names of the recipients. Then, either click the Save or Mail icon in the toolbar. If you click the Mail icon, your default e-mail program opens with the security envelope as an attachment. Type the email addresses of the recipients, and send the e-mail message. More Help topics "Apply security policies to PDFs" on page 236 Last updated 10/11/2011

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235
USING ACROBAT X PRO
Security
Last updated 10/11/2011
7
Do one of the following:
If you selected Ask For Recipients When Applying This Policy, review the policy settings and then click Finish.
If you did not select Ask For Recipients When Applying This Policy, specify recipients by selecting digital IDs
(including your digital ID). Then click Next.
8
Click Finish.
Creating policies for secure file attachments
You can add security to one or more documents by embedding them in a
security envelope
and sending it as an e-mail
attachment. This method is useful if you want to send a secure file attachment without encrypting the files. You can
embed the documents as file attachments in a security envelope, and encrypt and send the envelope to the recipients.
When the recipients open the envelope, they can extract the file attachments and save them. The saved files are
identical to the original file attachments and are no longer encrypted when saved.
For example, when you send confidential documents, including non-PDF files, you only want the recipient to view the
documents. You can embed these documents as attachments in a security envelope, encrypt the envelope, and send it
by e-mail. Anyone can open the envelope, view its cover page, and even view a list of the contents. However, only the
recipient can view the embedded attachments and extract them.
Embed file attachments in security envelopes for secure transit.
1
Choose Tools > Protection > More Protection > Create Security Envelopes. If you don’t see the Protection panel,
see the instructions for adding panels at “
Task panes
” on page
9.
2
Click Add File To Send, select the documents you want to attach, and then click Open. Click Next.
3
Select an envelope template, and click Next.
4
Select a delivery method, and click Next.
5
If an envelope policy has been created, select it or select New Policy. Then, follow the steps to create a policy.
6
Review the information and click Finish.
7
For some policies, you are asked to type the information you want displayed on the envelope. Enter enough
information to allow recipients to identify the sender of the envelope.
8
Complete the security information (password, certificate, or policy).
9
When the envelope is displayed, type the names of the recipients. Then, either click the Save or Mail icon in the
toolbar.
If you click the Mail icon, your default e-mail program opens with the security envelope as an attachment. Type the e-
mail addresses of the recipients, and send the e-mail message.
More Help topics
Apply security policies to PDFs
” on page
236